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Getting Started With Zanda
Learn about how to start using your Zanda account in a few easy steps.
- Starting a Trial Account
- Adding New Clients 5 Ways
- Getting Started
- Setting Up Your Business Information
- Navigating the Calendar Display
Video Tutorials
Learn how to use Zanda with our easy, step-by-step video tutorials!
- Video: Logging In
- Video: Configuring Business Basics
- Video: Making Appointments – Three Types
- Video: Adding New Clients – Four ways
- Video: Adding Practitioners
Account Management
Learn about managing your account and security information.
- Updating Your Business Information
- Adding Your Access Link to Your Homescreen
- Converting Your Trial Account
- Managing Your Zanda Subscription
- Logging into Your Account
Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
- Client Profile in Detail
- Adding and Editing Practitioners
- Managing Shared Profiles
- Setting Up and Using Multiple Locations
- Using Coloured Appointment Flags
BizzyAI - Zanda AI Assistant
Learn about BizzyAI and boost productivity with AI tools that handle the hard work for you.
- BizzyAI: Scribe & BizzyAI: Refine for Notes
- [In Beta Testing] BizzyAI: Refine for Client Communications
- How to Collect Clients' Consent for Using Zanda AI Scribe Tool
Moving to Zanda
Learn how to switch to Zanda smoothly with our data import service.
- Moving from Splose to Zanda
- Moving from Cliniko to Zanda
- Moving from Halaxy to Zanda
- Importing your Data - FAQ
- Moving from Genie to Zanda
Appointments and Reminders
Learn all about Zanda appointments and client reminders.
- Configuring Appointment Reminders
- Creating, Editing and Managing Group Appointments
- Creating, Editing and Deleting Recurring Appointments
- Creating, Editing and Deleting a Client Appointment
- Sending Appointment Reminders Manually
Client Notes, Forms and Files
Learn how to write notes, use online forms and save documents and files to a client's record.
- Upload Files or Documents
- Creating a Session Note Template
- Getting Started with Online Forms
- Sending Online Forms to Clients
- Creating and Managing Session Notes
Communication
Learn how to create communication templates, send messages and generate letters.
- Communicating with Clients
- Creating and Managing Communication Templates
- Main Communication Settings
- Sending Letters to Referrers
- Managing SMS Communication Preferences
Invoices and Payments
Learn about invoices, payments, receipts and statements.
- Adding and Managing Payments
- Getting Started With Insurance Claiming (US)
- Creating, Editing, Printing and Emailing Invoices
- Creating Superbills (US-only)
- Customising Your Invoices/Receipts
Automations
Learn how to set up and use invoicing, recall and port-appointment automations in Zanda.
- Managing Automations
- Setting Up an Invoicing Automation
- Setting Up a Pre-Appointment Automation
- Automations FAQs
- Setting Up a Post-Appointment Automation
Client Portal
Learn how to enable and configure your client self booking portal.
- Allowing Contacts to Book on Behalf of Clients
- Adding Your Client Portal to Your Website, Social Media and Google
- Setting Up Online Bookings on Client Portal
- How Clients Register for the Client Portal
- Setting up Your Client Portal
Telehealth
Learn about Zanda Telehealth system for secure video consultations with your clients.
- Managing Zoom Telehealth Pro Sessions
- Flagging Telehealth Appointments
- Managing Zoom BYO Telehealth Sessions
- Adding Telehealth Services and Item Numbers
- Managing Zoom Telehealth Basic Sessions
FAQs and Troubleshooting
Find answers to the most frequent questions, pro-tips and troubleshooting advice.
- Moving to a Paperless Practice
- Refer a Friend Program
- How Can I Track Client Marketing Sources?
- How To Format Text In Notes and Forms
- How Can I Add A Practitioner Job Title to Communication Messages?
Integrations
Learn about Zanda integrations with Xero, Stripe, MailChimp, Google and Outlook Calendar & Mail, Physitrack, Tyro (AU), Medicare (AU) and more.
- Setting up Your Stripe Integration
- Registering for Medicare Online Claiming (AUS Only)
- Integrated Clearinghouse Enrollment Process (US-only)
- Connecting to Outlook Calendar
- Sync Zanda to Google Calendar